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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,346 | $184,014-58.5% | $161,149-52.6% | $138,895-45.0% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.8%+12.1pp | 79.9%+11.0pp |
| Annual return | 19.08% | 21.52%-2.4pp | 21.16%-2.1pp | 145.39%-126.3pp |
| Employer contribution / active EE | $3,817 | $5,055-24.5% | $4,360-12.5% | $4,194-9.0% |
| Participant deferral / active EE | $10,615 | $6,909+53.6% | $6,153+72.5% | $6,396+66.0% |
| Admin fee / account holder | $266 | $18,027-98.5% | $15,194-98.2% | $12,562-97.9% |